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Wealth Advisor

Preferred Location:
East Coast
Open to Relocation:
No
Portable Assets Under Management:

We are currently representing an experienced HNW relationship management professional who is looking to step into a primary Wealth Advisor role. Details below:

  • She brings 14+ years of wealth management experience, currently supporting sophisticated client relationships with $10M+ in assets
  • Highly client-facing with extensive experience translating complex financial and investment information into clear, actionable conversations
  • Leverages technology and AI tools to improve meeting preparation, financial analysis, and client communication
  • Seeking to take ownership of an established book where she can focus on developing and deepening long-term client relationships

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